AssetMark: Making a Difference

AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.

Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.

Risk

Since at least 2008, risk has become a dirty word - something to be avoided at all costs. Executives are spending significant time thinking about how to avoid risk in every aspect of their business: Cyber risk. Operational risk. Financial risk. Market risk. People risk. Reputational risk. Ugh!

There's a better way to think about and act on risk. Instead of thinking about ways to avoid risk, segmenting risk into different categories changes the way leaders think about risk from mitigation to opportunity. After all, risk is where reward comes from. To put it more bluntly, without risk there is no reward!

AssetMark WealthBuilder

AssetMark WealthBuilder

Views on Today's Markets

Views on Today's Markets

Making a Difference

Making a Difference

Careers at AssetMark

Careers at AssetMark

Our Investment Approach

Investments represent more than profit or loss. They are the key to a better life for investors and their families. AssetMark helps advisors serve clients through a versatile curated platform of investment solutions. We empower advisors with an investment platform that enables them to deliver innovative, academic-based investment guidance.

Advisor Highlight Series

Advisor Highlight Series

Kristen Waggoner, account manager with Summit Financial Group, Inc., discusses how she builds client trust through financial education. From helping millennials with their first budget to managing wealth for entrepreneurs, Kristen talks about her dedication to delivering impeccable service and doing what’s right for her clients.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. Savos Investments and Aris are divisions of AssetMark. AssetMark Retirement Services, Inc. is an affiliate of AssetMark, Inc.

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